Field Sales Executive (SaaS)

TL;DR

Field Sales Executive (SaaS): Driving profitable sales growth within a CPA firm account base with an accent on cloud software solutions and consultative selling. Focus on managing sales pipelines, conducting in-person presentations, and expanding market share through strategic account development.

Location: Remote (Must be based in or near Upstate NY or Western/Northeastern PA)

Salary: $71,300.00 - $124,500.00 USD + Commission

Company

Global provider of professional information services and software solutions specializing in tax and accounting.

What you will do

• Manage and grow an assigned account base of CPA firms to drive profitable sales growth.
• Execute the full sales process, from prospecting and qualifying leads to closing deals.
• Conduct in-person and virtual presentations to convey the value of cloud software solutions.
• Maintain accurate pipeline data and customer information within Salesforce CRM.
• Collaborate with Product Managers to translate client feedback into functional product specifications.
• Develop and implement annual business plans, quarterly forecasts, and weekly activity reports.

Requirements

• 5+ years of B2B sales experience, specifically with SaaS or cloud software.
• Bachelor's degree in Business, Accounting, or Marketing (or 6+ years of software sales experience in lieu of degree).
• Proven track record of meeting or exceeding sales quotas and goals.
• Proficiency with CRM tools, specifically Salesforce.com.
• Ability to travel up to 50% annually for client visits and industry events.
• Must be based in or near Upstate NY or Western/Northeastern PA.

Culture & Benefits

• Comprehensive health insurance including Medical, Dental, and Vision plans.
• Financial security through 401(k), FSA, and HSA options.
• Generous time off including vacation, sick time, and paid parental leave.
• Professional development support via a Tuition Assistance Plan.
• Commuter benefits for eligible employees.

Hiring process

• Interviews conducted without the assistance of AI tools or virtual backgrounds to ensure authenticity.
• Includes in-person interviews as part of the recruitment process.